Receptionist/Office Assistant

Cooke & Bieler is a Philadelphia-based investment management firm with $11 billion in assets under management, a rich history, and a uniquely collegial and collaborative culture. Founded in 1949, we are an independent partnership, focused on managing domestic equities and dedicated to bottom-up, fundamental research. The firm manages portfolios for a broad base of institutional clients – both domestic and international – and has demonstrated a strong performance record, with each of our strategies outperforming its benchmark since inception. Cooke & Bieler operates as a flat, decentralized organization offering talented professionals of all backgrounds the opportunity to contribute to and benefit from the success of the organization. Cooke & Bieler offers extensive benefits and attractive compensation.

We are hiring a Receptionist/Office Assistant to support the organization by providing outstanding service to our valued clients and internal team. We are looking to add someone with experience in a professional environment who has very strong interpersonal and multitasking skills, as well as a great attitude and team player mindset. There is room for growth within this role - the ideal candidate will work with our Account Administrator team and take on admin tasks over time. This is a fully in-person role with general 9-5 hours, though occasionally some hours may be needed outside of that time frame depending on client meetings.

Key Responsibilities:

• Answer and direct phone calls in a polite and friendly manner
• Greet visitors and direct them accordingly
• Open, sort, and distribute incoming mail and process outgoing mail; receive deliveries
• Coordinate and schedule meetings, including ordering/setting up/clearing food
• Coordinate travel – flights, hotels, restaurant reservations, etc.
• Make deposits at the bank
• Plan/coordinate events for staff (birthday celebrations, luncheons, holiday party, etc.)
• Manage inventory of office supplies and restock as needed
• Keep office organized and tidy – arrange snacks, clear leftover food, clean espresso machine, load/empty dishwasher, wipe down counters etc.
• Provide support to all partners and employees as needed
• Assist Portfolio Administrators with monthly and quarterly tasks over time

Qualifications/Experience:

• Previous experience as a receptionist or administrative assistant preferred
• Familiarity with finance or investment management is a plus
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Zoom/Teams
• Customer service-oriented mindset; team player willing to pitch in with a positive attitude
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Ability to multitask and prioritize tasks effectively

Please note that this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may shift over time.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person